As an Edward Jones financial advisor, I believe it's essential to understand what is important to you so that together, we can help determine the best strategies and solutions to meet your family's financial goals. If insurance is a part of the strategy, I am qualified to present a variety of products in this area.
In 2003, I began my Edward Jones career as a financial advisor in Asheville, NC, and after 16 years with the firm, I moved my office to Kingsport, TN, in March 2019. I have been honored with both the Edward Jones Spirit of Caring Award in 2016 and the Edward Jones Founders Achievement Award in 2013.
I earned an MBA from East Tennessee State University and a Bachelor of Science degree in business management from Carson-Newman College (now University). In 2007, I achieved the AAMS™ professional designation from the College for Financial Planning. In December of 2022, I earned the CFP® certification from Bryant University.
I have three daughters. Originally from Kingsport, TN, I am active in the community, particularly in youth organizations, and have served on various board and community volunteer roles. I served as past president of the Optimist Club of Asheville. I am currently a youth soccer referee here in East Tennessee.
My branch office administrator, Lisa, is dedicated to providing you with the highest level of service. Please don't hesitate to call Lisa with questions concerning your statement, online access or your accounts in general.
At Edward Jones, we are dedicated to providing highly personalized service focused on you. All aspects of our business are aligned to help us better serve you. Please contact me to discuss your situation and options.
Focus areas
- Retirement Income Strategies
- Insurance & Annuities
- Business Retirement Plans
- Special Needs Financial Considerations
- Charitable Giving
- Employee Stock Options
Focus Areas
- Retirement Income Strategies
- Insurance & Annuities
- Business Retirement Plans
- Special Needs Financial Considerations
- Charitable Giving
- Employee Stock Options
Office Information
Phone Number
Brian Boatright at (423) 723-0321Branch Team
- Lisa Harris
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Monday | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Tuesday | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Wednesday | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Thursday | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Monday | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Tuesday | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Wednesday | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Thursday | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Lisa Harris
- Sr. Branch Office Administrator
Branch Team
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